Valuewalk's ValueTalks

Hello Podcast listeners, Today is a very special episode with Clem Chambers, CEO of ADVFN, a stocks and investment website. He is a is a prolific financial writer and is a Senior Contributor at Forbes. He authored several books including “101 Ways to Pick Stock Market Winners”, “A Beginner’s Guide to Value Investing” and many more. In today’s episode we discuss his take on the current market. Enjoy and thanks for the listen!

Hello podcast listeners, Today is a very special episode with Ross Klein, CFA. Ross is founder and CIO at Changebridge Capital where he manages with Vince Lorusso the CBLS, Changebridge Capital Long/ Short Equity ETF and CBSE, Changebridge Sustainable Equity ETF. Prior to founding Changebridge, Ross served as a long/short generalist and portfolio manager at Boston Partners. He earned his Bachelor of Science in Business administration from Babson College. In today’s episode we discuss short selling. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Steven McClurg, CIO of Valkyrie Investments. Before this, Steven, worked as a Managing Director at Guggenheim Partner. Steven also co-founded Paydrop. Most recently, he founded Theseus Capital, a blockchain-powered asset management platform which was acquired by a merchant bank, Galaxy Digital. He earned his Master of Science and an MBA from Pepperdine University. In today’s episode we discuss digital assets and why a bitcoin ETF may be approved this year. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Ryan Taliaferro, Ph.D., Senior Vice President and Director of Equity Strategies at Acadian Asset Management. Before this he was the lead portfolio manager for Acadian’s Managed Volatility Strategies. Prior to joining Acadian, Ryan was a faculty member in finance at Harvard Business School. Ryan earned his Ph.D. in Business Economics, Finance, from Harvard University and his MBA in Finance and Economics from the University of Chicago. He also earned his AM in economics, an AM and AB in Physics from Harvard University. In today’s episode we discuss his approach to investing and why everyone is a quantitative investor. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Aneet Chachra, Fund Manager of the Multi strategy fund at Janus Henderson Investors. Before this, he worked as an equity analyst at Citigroup. Prior to joining Citigroup he worked at Outpost Investment group as a strategist where he generated trade ideas, researched thematic issues, and published investment commentary. Aneet earned his Bachelors in Engineering and Economics from the University of Waterloo in Canada. He also holds the Chartered Financial Analyst Designation and the Investment Management Certificate. In today’s episode we discuss his approach to investing and why we should look at where the money flows. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Rafael Resendes, partner at Applied Finance. Rafael co-founded The Applied Finance Group with Dan Obrycki back in 1995. Rafael co-manages the 5-star Applied Finance Select Fund. He earned his Bachelor of Science from the University of California and his Master in Business from the University of Chicago. In today’s episode we discuss his approach to investing and why buying cheapness is not value investing. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Michael Crawford, CEO for Hall of Fame Resort & Entertainment Company. Mike spent almost 25 years at the Walt Disney Company where he rose to Senior Vice President and General Manager of Shanghai Disney Resort and President of Shanghai’s Walt Disney Holdings Company. Mike earned his undergraduate degree from Bowling Green State University and his Master’s in Business Administration from Notre Dame. In today’s episode we discuss the Hall of Fame Resort & Entertainment Company and how the company is positioned to benefit from some key trends. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Kent Billingsley, founder of Revenue Growth Company and the author of “Entrepreneur to Millionaire: How to Build a Highly Profitable Fast-Growth Company and Become Embarrassingly Rich Doing It”. Prior to founding Revenue Growth Company, Kent was founder and owner of AM Sales Group and worked as VP of Sales for Micromuse, Inc. Kent earned his Bachelor of Science in Marketing and Management from Indiana University – Kelly School of Business. It today’s episode we discuss his recent book and how to scale a business. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Jim Duun, CEO and CIO at Verger Capital. Before this, Jim was Vice-President and CIO at Wake Forest University. Prior to Wake Forest, Jim was a Managing Director at Wilshire Associates Inc., and CIO and Portfolio Manager for Wilshire Funds Management. Jim earned his bachelor’s in business administration in Finance from Villanova University. In today’s episode we discuss the challenges endowments face and Verger’s mantra of Protect, Perform, Provide. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Patti Cook, CEO at Finance of America Companies. Prior to joining Finance of America Companies, Patti was President at Ditech Financial LLC. She earned her Master in Business from NYU Stern School of Business and her Bachelor of Arts at Saint Mary’s College. In today’s episode we discuss Finance of America Companies, why they went public via SPAC and their focus on cycle resistant earnings. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Natalie Hwang, founding managing partner at Apeira Capital. Before this, she was Managing Director and Founder of Simon Ventures. Prior to this, she was an Executive at Blackstone. In today’s episode we discuss her unique approach to VC investing which involves shorting. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Bob Raleigh, the founder and managing partner of PathSight Predictive Science. Previously, he was CEO of Rockefeller Consulting and a longtime television executive at Carsey-Werner. He holds a PhD in psychology from Syracuse University. In today’s episode we discuss his recent book, The Search for Why A Revolutionary New Model for Understanding Others, Improving Communication, and Healing Division. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Ross Glotzbach, CFA, CEO and Head of Research at Southeastern Asset Management. Ross is a co-portfolio manager on Longleaf Partners, Small-Cap and Global Funds, as well as the Longleaf Parters Global UCITS Fund. Before joining Southeastern, he was a Corporate Finance Analyst at Stephens Inc. Ross earned his Bachelor’s in Economics from Princeton University. In today’s episode we discuss his approach to investing and where he finds opportunities. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Steve Nadel, partner in Seward & Kissel’s Investment Management Group. He has over 25 years of experience as an attorney to hedge funds, private equity firms and registered advisors. He's a graduate of the Brooklyn Law School and NYU Stern School of Business and Finance. In today's episode we discuss what a Biden Administration means for hedge funds. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Rob Lachenauer, Partner and CEO of Banyan Global Family Business Advisors. Prior to founding Banyan, Rob was CEO of Cambridge Advisors to Family Enterprise. Before this he was partner at The Boston Consulting Group. Rob earned his MBA from Harvard Business School and his Bachelor’s of Arts in English from Cornell University. In today’s episode we discuss his recent book, “Harvard Business Review Family Business Handbook, How to Build and Sustain a Successful Enduring Enterprise.” We discuss what makes family businesses successful, the challenges they face, and why investor’s should look into them. Enjoy and thanks for the listen!